Crocker Capital, LLC
Firm details
- Headquarters
- ,
- CRD number
- 298284
- Website
- www.crockercapitalllc.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Subscription Fees, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Crocker Capital, LLC is an independent, individual-owned registered investment adviser that focuses on serving individual and family clients. The firm combines financial planning and portfolio management for individuals and small businesses with a modest publishing and educational component (periodicals/newsletters and seminars/workshops). It charges fees in multiple formats — percentage of AUM, subscription fees, fixed fees and other arrangements — and is not positioned as a capital allocator. Crocker Capital does not identify as an active ESG investor and is not structured as a multi-state or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities80%
- Investment Grade Corp Bonds12%
- Derivatives4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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